Bridge Advisory’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,062
| Closed | -$722K | – | 147 |
|
|
2023
Q2 | $722K | Buy |
6,062
+212
| +4% | +$25.2K | 0.26% | 71 |
|
|
2023
Q1 | $544K | Buy |
5,850
+150
| +3% | +$13.9K | 0.21% | 76 |
|
|
2022
Q4 | $466K | Hold |
5,700
| – | – | 0.19% | 81 |
|
|
2022
Q3 | $348K | Buy |
5,700
+112
| +2% | +$6.84K | 0.17% | 81 |
|
|
2022
Q2 | $393K | Buy |
5,588
+117
| +2% | +$8.23K | 0.19% | 79 |
|
|
2022
Q1 | $453K | Hold |
5,471
| – | – | 0.2% | 67 |
|
|
2021
Q4 | $477K | Hold |
5,471
| – | – | 0.22% | 67 |
|
|
2021
Q3 | $477K | Hold |
5,471
| – | – | 0.23% | 55 |
|
|
2021
Q2 | $426K | Hold |
5,471
| – | – | 0.22% | 59 |
|
|
2021
Q1 | $384K | Sell |
5,471
-82
| -1% | -$5.76K | 0.24% | 46 |
|
|
2020
Q4 | $359K | Buy |
+5,553
| New | +$359K | 0.17% | 60 |
|